Unclaimed
Robert Callahan is an active financial advisor with PFS Investments Inc. Robert has been in the industry since June 1987. Robert has a Series 6, Series 26, Series 63, and Series 65. Robert is registered in Arkansas, Florida, Georgia, Massachusetts, North Carolina, and South Carolina. Robert is also registered with FINRA and as an investment advisor representative in South Carolina. Robert is located in N Charleston, SC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
SC
09/28/2012 - Present
PFS Investments Inc. (CONWAY SC)
IA
Issued 08/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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